CRAWFORD INVESTMENT COUNSEL INC

RIASEC RegisteredEst. 1980
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$2.3M
Accounts
4,050
Employees
54
Advisory reps
27

Firm details

Headquarters
Atlanta, Georgia
CRD number
110271
Registered since
October 15, 1980
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI62.25%
  • Corporations / Businesses13.16%
  • Charitable Organizations12.1%
  • Investment Companies6.1%
  • Individuals3.39%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crawford Investment Counsel Inc. is an independent registered investment adviser that has operated since 1980. The firm is organized as a corporation with domestic and individual ownership and serves both individual/family and institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, investment companies, and other institutions. Crawford charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not market itself as an active ESG investor and is not identified as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, State & Local Bonds 16%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 6%, US Government Bonds 3%, Public Funds/Mutual Funds 2%65%
  • Exchange Traded Equities65%
  • State & Local Bonds16%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents6%
  • US Government Bonds3%

Owners & executives

3 of 3
  • JOSE RIVERA

    Chief Financial OfficerCRD 5950942

  • CASEY KRIMMEL

    Chief Compliance OfficerCRD 6609860

  • FRANCIS KIMBALL

    Chief Operating OfficerCRD 4483359

Contacts

3 of 24
  • Alan Lane

    Director of Wealth PlanningCRD 5712333

  • ALAN KIRCHNER

    Senior Vice President, Portfolio ManagerCRD 1001810

  • JOHN SNAVELY

    Portfolio ManagerCRD 3065806

Unlock 21 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
600 Galleria Pkwy SE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth